Remote Personal-Lines Insurance Customer Service Representative

Summary

The job is for a Customer Service Representative (CSR) in an insurance company. The CSR will assist clients, interpret policies, collaborate with teams, navigate multiple insurer portals, and use complex software. To succeed, the candidate should have 2-3 years of P&C Insurance experience, outstanding communication skills, proactive attitude, self-sufficiency, comfort with ambiguity, problem-solving skills, superior computer fluency, and licenses in 40+ states (optional but beneficial). The benefits include a base salary starting at $47.5k, automatic increase to $50k after 3 months, uncapped bonuses for up-selling and cross-selling insurance products, commission based on total written premiums, bonuses for extra hours, regular contests and incentive programs.

Requirements

• Industry Experience: you have. two to three years of P&C Insurance experience and actively hold a Property and Casualty or Personal Lines license
• Amazing communication skills: you have outstanding written and verbal communication, strong interpersonal skills, and the ability to maintain appropriate levels of confidentiality
• Proactive and Self-Sufficient: a proven history of personal initiative, efficiency, attention to detail, multi-tasking, and performing quality work within deadlines with or without supervision
• Hyper-comfort with ambiguity: we are a Series A start-up that rolls out process and system updates frequently; you thrive on quickly adapting and apply changes to turbo-charge your sales goals
• Natural Problem Solver: you see issues as opportunities and can look at complex problems and propose creative solutions
• Superior computer fluency: you can learn new systems quickly and navigate multiple Carrier portals simultaneously

Responsibilities

• Assist all existing and potential agency clients across a wide variety of servicing needs via phone, email, and SMS in a prompt and friendly manner
• Correctly interpret and analyze insurance policies, cancellations, reinstatements, endorsements, reports, and other insurance-related documents to make data driven decisions
• Collaborate across teams to deliver the best resolution and the highest levels of customer satisfaction
• Navigate dozens of insurers' products and agent portals – including Progressive, Safeco, National General, Bristol West and other insurers – to efficiently and effectively service clients
• Utilize complicated, evolving software, such as our CRM and in-house comp rater

Preferred Qualifications

• Active licenses in 40+ states
• Bilingual in English & Spanish

Benefits

• Base salary starting at $47.5k - automatic increase to $50k after 3 months!
• Uncapped bonuses for up-selling and cross-selling insurance products
• Earn 4%. commission of total written premiums, no cap!
• Bonuses available for putting in extra hours
• Regular contests and incentive programs to earn more